The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adient plc COM G0084W101 34,459 474,180 SH   SOLE   474,180 0 0
Aegean Marine Petroleum Inc COM y0017s102 26,469 2,196,628 SH   SOLE   2,196,628 0 0
Ally Financial Inc COM 02005N100 25,520 1,255,267 SH   SOLE   1,255,267 0 0
Arcbest Corp Com COM 03937C105 19,543 751,666 SH   SOLE   751,666 0 0
Ascena Retail Group Inc COM 04351g101 17,363 4,075,807 SH   SOLE   4,075,807 0 0
Atlas Air Worldwide Holdings I COM 049164205 35,602 642,061 SH   SOLE   642,061 0 0
CNA Financial Corp COM 126117100 18,985 429,812 SH   SOLE   429,812 0 0
Chicago Bridge & Iron Company COM 167250109 31,000 1,008,124 SH   SOLE   1,008,124 0 0
Destination Maternity Corporat COM 25065d100 8,885 2,085,650 SH   SOLE   2,085,650 0 0
Fiat Chrysler Automobiles COM n31738102 31,562 2,887,660 SH   SOLE   2,887,660 0 0
Flex Ltd COM y2573f102 32,221 1,917,895 SH   SOLE   1,917,895 0 0
GameStop Corp COM 36467w109 25,754 1,142,067 SH   SOLE   1,142,067 0 0
General Cable Corporation COM 369300108 23,587 1,314,036 SH   SOLE   1,314,036 0 0
Goodyear Tire & Rubber Co COM 382550101 36,362 1,010,053 SH   SOLE   1,010,053 0 0
Group 1 Automotive Inc COM 398905109 23,549 317,891 SH   SOLE   317,891 0 0
Huntsman Corp COM 447011107 42,209 1,720,022 SH   SOLE   1,720,022 0 0
Jabil Circuit Inc COM 466313103 16,362 565,783 SH   SOLE   565,783 0 0
McDermott International Inc COM 580037109 17 2,533 SH   SOLE   2,533 0 0
Meritor Inc COM 59001K100 51,113 2,983,810 SH   SOLE   2,983,810 0 0
Navistar Intl Corp COM 63934E108 27,011 1,097,120 SH   SOLE   1,097,120 0 0
PBF Energy Inc COM 69318G106 28,962 1,306,375 SH   SOLE   1,306,375 0 0
Parker Drilling Co COM 701081101 11,380 6,502,769 SH   SOLE   6,502,769 0 0
Renewable Energy Group Inc COM 75972a301 20,396 1,951,777 SH   SOLE   1,951,777 0 0
Roadrunner Transportation Syst COM 76973q105 2,640 384,217 SH   SOLE   384,217 0 0
Ryerson Holding Corporation COM 783754104 23,601 1,873,098 SH   SOLE   1,873,098 0 0
Sanmina Corporation COM 801056102 58 1,428 SH   SOLE   1,428 0 0
SkyWest Inc COM 830879102 54,568 1,593,239 SH   SOLE   1,593,239 0 0
Sonic Automotive Inc COM 83545G102 19,268 960,990 SH   SOLE   960,990 0 0
Star Bulk Carriers Corp COM y8162k204 59 4,928 SH   SOLE   4,928 0 0
Titan Machinery Inc COM 88830R101 7,414 483,311 SH   SOLE   483,311 0 0
Tower Intl Inc COM 891826109 24,194 892,760 SH   SOLE   892,760 0 0
Trinseo SA COM l9340p101 55,505 827,192 SH   SOLE   827,192 0 0
Triumph Group Inc COM 896818101 23,454 910,840 SH   SOLE   910,840 0 0
Tutor Perini Corporation COM 901109108 37,587 1,181,995 SH   SOLE   1,181,995 0 0
Unisys Corporation COM 909214306 30,715 2,201,801 SH   SOLE   2,201,801 0 0